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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	GH GAM Holding Zurich, Switzerland	$48M	+$292K	4	0.73%	Increased
227	SCM Stevens Capital Management Radnor, Pennsylvania	$47.8M	+$25.4M	2	1.28%	Increased
228	HCM Hirzel Capital Management Dallas, Texas	$47.3M	+$11.5M	1	4.99%	Increased
229	National Rural Electric Cooperative Association Arlington, Virginia	$47.3M	$0	1	0.88%	Maintained
230	Arizona State Retirement System Phoenix, Arizona	$47M	+$461K	7	0.57%	Increased
231	PIM Profit Investment Management North Bethesda, Maryland	$46.9M	-$3.05M	1	2.25%	Reduced
232	Madison Investment Holdings Madison, Wisconsin	$46.7M	-$3.01M	1	0.96%	Reduced
233	Gotham Asset Management New York	$46.6M	-$2.25M	5	0.58%	Reduced
234	Bartlett & Co Cincinnati, Ohio	$45.9M	-$462K	1	2.21%	Reduced
235	TSU TD Securities (USA) New York	$45.8M	+$2.78M	3	0.74%	Increased
236	SEI Trust Company Oaks, Pennsylvania	$45.3M	+$507K	3	0.44%	Increased
237	Select Equity Group New York	$45.1M	+$19.7M	1	0.46%	Increased
238	SRIM Saratoga Research & Investment Management Saratoga, California	$45M	+$11.7K	1	4.48%	Increased
239	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$45M	+$1.34M	2	1.79%	Increased
240	Public Employees Retirement Association of Colorado Denver, Colorado	$44.5M	-$2.94M	7	0.38%	Reduced
241	JIR James Investment Research Alpha, Ohio	$44.4M	-$1.23M	3	1.41%	Reduced
242	Wilmington Trust Wilmington, Delaware	$44M	+$798K	5	0.73%	Increased
243	ProShare Advisors Bethesda, Maryland	$43.9M	+$204K	7	0.57%	Increased
244	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$43.4M	-$732K	1	2.19%	Reduced
245	Virginia Retirement Systems Richmond, Virginia	$43.3M	-$4.68M	5	0.75%	Reduced
246	Aperio Group Sausalito, California	$42.9M	+$1.06M	5	0.62%	Increased
247	Sentry Investments Toronto, Ontario, Canada	$42.3M	+$3.63M	1	0.53%	Increased
248	KAM Keeley Asset Management Chicago, Illinois	$41.8M	-$1.32M	2	0.75%	Reduced
249	Gofen & Glossberg Chicago, Illinois	$41.7M	+$525K	2	1.84%	Increased
250	Hancock Whitney Gulfport, Mississippi	$41.3M	+$979K	3	1.5%	Increased